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CAPSOURCE FINANCIAL INC hedge fund holdings

CPSO
$28.42+0.01 (+0.04%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

CPSO · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+5.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 202523$1.42M$781K10Aug 14, 2025
Q3 202514$335K$423K10Nov 14, 2025
Q4 2025112$3.07M$106K23Feb 14, 2026
Q1 202637$1.95M$432K19May 15, 2026
Q2 202647$1.52M$1.17M21Aug 14, 2026

Quarterly action breakdown

Q2 2026
21 filers
New position
2
$357K+12.8K sh
Increased
2
$1.16M+41.8K sh
Reduced
6
-$1.14M-41K sh
Out / sold
1
-$33.1K-1.19K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Calamos Advisors LLCReduce 3.25%-$322K$9.59M0.03%Jul 31, 2026
Fiduciary Financial AdvisorsNew Buy+$308K$308K0.03%Aug 14, 2026
Blue Water Asset ManagementReduce 33.51%-$287K$570K0.18%Aug 3, 2026
Old Mission Capital LLCReduce 39.36%-$207K$319K0.01%Aug 14, 2026
Calamos Wealth Management LLCReduce 21.95%-$156K$553K0.02%Jul 31, 2026
Grantvest Financial Group LLCReduce 19.01%-$77.7K$331K0.19%Aug 7, 2026
Tucker Asset Management LLCNew Buy+$49.6K$49.6K0.01%Aug 27, 2026

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